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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Blue Square Asset Management
5651
Blue Square Asset Management
New York
USD 136 M -USD 4.83 M -3% 2.19% 104% 86 25.58% 0.9
Security National Bank of So Dak
5652
Security National Bank of So Dak
Iowa
USD 136 M -USD 4.33 M -3% 2.86% 67.7% 98 3.06% 5.7
Verity Asset Management
5653
Verity Asset Management
North Carolina
USD 136 M +USD 908 k +0.7% 2.06% 79.7% 197 27.92% 2.6
OCP
5654
OCO Capital Partners
New York
USD 136 M -USD 9.9 M -7% 12.7% 679% 3 0% 2.6
Twin Lakes Capital Management
5655
Twin Lakes Capital Management
California
USD 136 M -USD 5.22 M -4% 0.03% 131% 263 8.37% 1.5
Prentiss Smith & Co
5656
Prentiss Smith & Co
Vermont
USD 136 M +USD 2.37 M +2% 2.42% 67.4% 67 13.43% 5.6
Roubaix Capital
5657
Roubaix Capital
Colorado
USD 136 M -USD 558 k -0.4% 1.63% 174% 58 58.62% 0.5
Dentgroup
5658
Dentgroup
Louisiana
USD 136 M -USD 2.68 M -2% 2.9% 53.6% 114 11.4% 1.3
Patron Partners
5659
Patron Partners
Texas
USD 136 M -USD 5.88 M -4% 2.89% 90.2% 179 13.41% 2.1
Family Asset Management
5660
Family Asset Management
South Carolina
USD 136 M -USD 12.5 M -8% 3.43% – 195 11.28% 0.6
Pointe Capital Management
5661
Pointe Capital Management
Michigan
USD 135 M +USD 2.95 M +2% 1.88% 62.6% 151 5.96% 4.6
Long Walk Management
5662
Long Walk Management
Connecticut
USD 135 M +USD 61.8 k +0% 1.49% 302% 10 30% 1
Woodward Financial Advisors
5663
Woodward Financial Advisors
North Carolina
USD 135 M +USD 1.36 M +1% 2.91% 55% 51 15.69% 1.5
Summit Investment Advisory Services
5664
Summit Investment Advisory Services
Minnesota
USD 135 M -USD 16.3 M -11% 3.38% 68.3% 58 8.62% 0.7
IFS
5665
Intelligent Financial Strategies
Minnesota
USD 135 M -USD 2.19 M -2% 1.19% 63.5% 90 1.11% 1.6
HF Advisory Group
5666
HF Advisory Group
Maryland
USD 135 M +USD 8.28 M +7% 3.02% 73.2% 150 11.33% 0.6
Davidson Trust Company
5667
Davidson Trust Company
Washington
USD 135 M -USD 3.45 M -2% 3.4% 77% 128 4.69% 2.8
EL
5668
EQ LLC
Washington
USD 135 M +USD 13.2 M +11% 3.63% 72.9% 51 13.73% 1.9
Palouse Capital Management
5669
Palouse Capital Management
Washington
USD 135 M -USD 8.37 M -6% 3.73% 67.8% 76 10.53% 3.4
KAM
5670
Kinney Asset Management
Illinois
USD 135 M -USD 19.8 M -13% 8.77% 10.1% 5 0% 2.5
Vaughan & Co Securities
5671
Vaughan & Co Securities
New Jersey
USD 135 M -USD 6.05 M -4% 3.98% 70.7% 54 3.7% 2.7
Orleans Capital Management
5672
Orleans Capital Management
Louisiana
USD 135 M -USD 6.34 M -4% 2.7% 94.6% 82 8.54% 2.9
GoalFusion Wealth Management
5673
GoalFusion Wealth Management
Texas
USD 135 M -USD 1.23 M -0.9% 2.8% 47.6% 29 13.79% 1.1
CV Advisors
5674
CV Advisors
Florida
USD 135 M -USD 1.69 M -1% 2.35% 112% 23 4.35% 1.4
Meredith Wealth Planning
5675
Meredith Wealth Planning
Illinois
USD 135 M +USD 11.6 M +9% 1.47% 66.5% 43 11.63% 0.6